Koesten-Hirschmann--Crabtree
AI_NATIVE detailed information: This accession holds the following tickers:[ "VSGX", "PINS", "ARES", null, null, null, null, null, null, null, null, null, null, "ALHC", "PCG", "ARM", "MU", "MMM", "ABBV", null, "GOOGL", "VDE", "UNIT", "SCHH", "T", null, "AVGO", "ARCC", "SAN", "HRB", "DBEF", null, "ROKU", "SONO", null, "ADTN", "APLD", null, null, "FFC", "UNP", "QCOM", "FUBO", "META", null, null, "IVW", "IJH", null, null, null, "KMI", "IWS", null, "MDT", "MSFT", "MDLZ", "TMUS", "EPR", "EVRG", "GE", "HIG", "OXY", "SMR", "IJR", "ANET", "IWD", "KR", "ORCL", null, null, "VHT", null, "IWF", "PANW", "PYPL", "PEP", "DNP", "IEMG", null, "IVV", "AAPL", "SPY", "NVDA", "INTC", "PRU", "PFE", "PG", "AMGN", "KVUE", null, "FNDX", null, "IEFA", "SCHX", null, "SLB", "BP", null, "CI", "UPS", "VV", "SCHW", "UMBF", null, "VWO", null, "VIG", "TXT", "TSM", null, "CHPT", null, null, "VYM", "VRTX", null, "AEE", "AMD", "VFC", "F", "IWP", "IWR", "GSLC", "CGEN", "IDXX", null, "AMZN", "SCHB", "NIO", "IVE", "ESGD", null, "DKS", "KD", null, "DKNG", "VGT", "USB", "VEA", "BNDX", "VTEB", "VBR", null, "VB", "VTV", "VTRS", null, "WBD", "WMT", "XEL", "YUM", "SOLV", null, "GRMN", "SCHD", "DVY", "SCHG", null, "SCHF", "SCHA", "JKHY", "LUMN", null, "PSX", "CRM", "SNAP", "RBLX", null, null, null, null, "IXUS", null, "IUSV", "GEV", null, "PSA", "BMY", "CCJ", "CFFN", "CVX", "CHD", "CLX", "CLNE", "KO", "CL", "COST", "CROX", "CRWD", "DELL", "DAL", "DXCM", "DDS", "IWB", "NEE", "NKE", "QQQ", "IWM", "EPD", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "MO", "ITOT", "VTI", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-23
- Total Holdings
- 211
- Total Value
- 19049562
- Accession Number
- 0001963421-25-000002
- Form Type
- 13F-HR
- Manager Name
- Koesten-Hirschmann--Crabtree
Data Enrichment
76% identified161 identified50 unidentified
Holdings
211 positions
Manager:
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Page 6 of 11
464288521
Shares:300
Value:$17.3K
464288760
Shares:91
Value:$14.0K
46436E767
Shares:281
Value:$13.1K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 159 | All Managers (Combined) | $19.7K | |||
Apple Inc.(AAPLcusip037833100) | 83 | QoQ 0.00% (-0) | All Managers (Combined) | $18.4K | |
(cusip464288521)✕ | 300 | All Managers (Combined) | $17.3K | ||
| 100 | QoQ 0.00% (-0)YoY NEW(+100) | All Managers (Combined) | $16.6K | YoY NEW(+$16.6K) | |
| 60 | QoQ 0.00% (+0)YoY NEW(+60) | All Managers (Combined) | $15.9K | YoY NEW(+$15.9K) | |
| 537 | All Managers (Combined) | $15.3K | |||
GE Vernova Inc.(GEVcusip36828A101) | 50 | QoQ NEW(+50) YoY NEW(+50) | All Managers (Combined) | $15.3K | QoQ NEW(+$15.3K) YoY NEW(+$15.3K) |
| 856 | All Managers (Combined) | $14.7K | |||
(cusip464288760)✕ | 91 | QoQ 0.00% (+0)YoY +1.11% (+1) | All Managers (Combined) | $14.0K | |
XCEL ENERGY INC(XELcusip98389B100) | 192 | All Managers (Combined) | $13.6K | ||
| 602 | QoQ +2.20% (+13)YoY +11.89% (+64) | All Managers (Combined) | $13.3K | ||
(cusip46436E767)✕ | 281 | QoQ 0.00% (-0)YoY +18.06% (+43) | All Managers (Combined) | $13.1K | |
Roblox Corp(RBLXcusip771049103) | 200 | All Managers (Combined) | $11.7K | ||
Zoetis Inc.(ZTScusip98978V103) | 70 | QoQ NEW(+70) YoY NEW(+70) | All Managers (Combined) | $11.5K | QoQ NEW(+$11.5K) YoY NEW(+$11.5K) |
DILLARD'S, INC.(DDScusip254067101) | 32 | All Managers (Combined) | $11.5K | ||
QUALCOMM INC/DE(QCOMcusip747525103) | 70 | QoQ NEW(+70) YoY NEW(+70) | All Managers (Combined) | $10.8K | QoQ NEW(+$10.8K) YoY NEW(+$10.8K) |
Crocs, Inc.(CROXcusip227046109) | 100 | QoQ NEW(+100) YoY NEW(+100) | All Managers (Combined) | $10.6K | QoQ NEW(+$10.6K) YoY NEW(+$10.6K) |
| 25 | QoQ NEW(+25) YoY NEW(+25) | All Managers (Combined) | $10.5K | QoQ NEW(+$10.5K) YoY NEW(+$10.5K) | |
Evergy, Inc.(EVRGcusip30034W106) | 151 | All Managers (Combined) | $10.4K | ||
AbbVie Inc.(ABBVcusip00287Y109) | 50 | QoQ +66.66% (+20)YoY +66.66% (+20) | All Managers (Combined) | $10.4K |